Integrated Advisors Network

The firm maintains a centralized investment committee, chaired by founder Stephen D. King, that oversees manager due diligence, third-party model selection, and platform-level asset allocation. Individual advisors on the network retain discretionary authority over client portfolios, operating within the approved platform architecture. This structure allows for centralized risk management while preserving advisor autonomy.

IAN conducts institutional due diligence on third-party asset managers, model providers, and alternative investment sponsors, then makes approved strategies available to its affiliated advisors. The firm's platform architecture allows individual practices to select from pre-vetted options rather than each advisor independently evaluating the entire market. This shared due-diligence layer is the core sourcing advantage for smaller practices.

IAN is not an aggregator in the conventional sense — it does not acquire advisory practices or consolidate them under a single brand. Affiliated advisors retain ownership of their firms and continue operating under their own names. IAN functions as a shared services platform providing compliance, technology, and investment resources, which distinguishes it from roll-up strategies pursued by firms like Hightower or Mercer Advisors.

IAN facilitates access to third-party fund commitments through its platform, including alternative investments and separately managed accounts, but the firm itself does not operate proprietary pooled funds. Advisor practices using the network can offer these approved vehicles to their end clients as part of a broader wealth management mandate.

Integrated Advisors Network is registered with the U.S. Securities and Exchange Commission as an investment advisor, which subjects it to federal fiduciary standards under the Investment Advisers Act of 1940. Its affiliated advisor practices generally operate as IARs of the firm, falling under the same federal regulatory umbrella rather than a patchwork of state registrations.